VALLEY WEALTH MANAGERS, INC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 707 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$13,165
-87.4%
111
-87.1%
0.00%
-87.5%
Q1 2024$104,172
-91.3%
861
-92.0%
0.01%
-91.5%
Q4 2023$1,199,688
+2474.6%
10,747
+2282.9%
0.09%
+2250.0%
Q3 2023$46,597
-97.6%
451
-97.5%
0.00%
-97.8%
Q4 2022$1,934,795
+21397.7%
17,880
+17780.0%
0.18%
+17900.0%
Q3 2022$9,000
-97.8%
100
-97.5%
0.00%
-97.4%
Q2 2022$408,000
-23.9%
4,015
-16.0%
0.04%
-15.6%
Q1 2022$536,000
+2.1%
4,777
+2.0%
0.04%
+7.1%
Q4 2021$525,000
+29.0%
4,682
+18.8%
0.04%
+20.0%
Q3 2021$407,000
-1.5%
3,9420.0%0.04%0.0%
Q2 2021$413,000
-14.8%
3,942
-17.8%
0.04%
-20.5%
Q1 2021$485,000
+95.6%
4,797
+77.3%
0.04%
+83.3%
Q4 2020$248,000
-50.0%
2,706
-55.9%
0.02%
-56.4%
Q3 2020$496,000
-13.0%
6,131
-15.2%
0.06%
-14.1%
Q2 2020$570,000
+2.0%
7,231
-8.4%
0.06%
-12.3%
Q1 2020$559,000
-45.9%
7,896
-28.5%
0.07%
-29.1%
Q4 2019$1,034,000
-14.6%
11,039
-19.1%
0.10%
-20.2%
Q3 2019$1,211,000
+0.2%
13,649
-1.3%
0.13%
+0.8%
Q2 2019$1,208,000
+193.9%
13,826
+188.0%
0.13%
+184.4%
Q1 2019$411,000
-16.1%
4,801
-23.6%
0.04%
-29.7%
Q4 2018$490,000
+143.8%
6,282
+159.1%
0.06%
+156.0%
Q2 2018$201,000
+0.5%
2,4250.0%0.02%
+4.2%
Q1 2018$200,000
-67.6%
2,425
-73.8%
0.02%
-78.4%
Q4 2015$617,0009,2500.11%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,330$185,475,00011.07%
SEARCY FINANCIAL SERVICES INC /ADV 161,209$14,304,00010.60%
Edge Capital Group, LLC 1,025,699$91,010,0009.20%
MARINO, STRAM & ASSOCIATES LLC 143,044$12,692,0008.99%
Global Strategic Investment Solutions, LLC 252,511$22,405,0008.75%
Armor Investment Advisors, LLC 119,215$10,578,0008.66%
Measured Wealth Private Client Group, LLC 150,988$13,397,0008.66%
Berkeley Capital Partners, LLC 163,134$14,475,0007.64%
Opus Capital Group, LLC 269,917$23,950,0007.37%
UNITED SERVICES AUTOMOBILE ASSOCIATION 6,626,076$587,739,0007.37%
View complete list of VANGUARD WHITEHALL FDS shareholders